Stace Hilbrant
Tel: (847) 256-4300
Fax: (847) 256-4311
Email: shilbrant@n-r-p.com
Stace Hilbrant graduated from the University of Iowa with a degree in Finance in 1980. He joined one of the leading providers in the retirement plan industry upon graduation and enjoyed a twenty one year career there. The last eleven years of his tenure there Stace served as Vice President of the provider's pension operations in the Chicago Region. His broad industry experience in the 401k, 403b and defined benefit plan business prepared him very well for his position as Managing Director of 401k Advisors USA office in Chicago.
Stace has been active in Chicago area organizations such as the Chicago Chapter of the American Heart Association. Stace is also currently Chairman of the Board for the Hadley School for the Blind
in Winnetka, Illinois. Stace holds Series 6, 63, 24, 7 and 65 Licenses, is an Accredited Investment Fiduciary (AIF), a Certified Fiduciary Advisor (DALBAR) and a PRP (Plansponsor Retirement Professional). He is also a member of the Profit Sharing/401(k) Council of America (PSCA).
Kyle Foresman
Tel: (847) 256-4300
Fax: (847) 256-4311
Email: kforesman@n-r-p.com
Kyle Foresman heads 401k Advisors LLC’s personal wealth management division. For more than 10 years, Kyle has been a financial advisor, helping individuals and families achieve their financial planning goals. Kyle began his career with 5/3 Advisors and spent the last 5 years in Smith Barney's Wealth Management Division. He provides advice on Investment Planning, Insurance Planning, Retirement Planning and Estate Planning. Working with a network of highly skilled professionals in Chicago, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.
Kyle graduated from Miami University with a degree in accounting and currently holds a Series 7, 63, 65 and Life & Health Licenses.
Lori Redfearn
For 16 years, Lori Redfearn has been involved in the financial services industry. Lori graduated from Bradley University in 1990 and started her career in financial services with Transamerica in their Seattle office. The past thirteen years, Lori has worked for the 401k industry's largest provider, her last position being Vice President of Sales.
Lori holds many designations and licenses, including RHU and REBC. As 401k Advisor LLC's COO, Lori helps coordinate plan sponsor vendor reviews, client reports and office financial management.
Rhonda Kelleher
Rhonda Kelleher, Office Manager, is a graduate of Kennesaw State University with a B.S. Degree in Communications. Rhonda also works with vendor searches, vendor reviews and leads the team that produces our client reports.
Bill McClain
Tel: (847) 256-4300
Fax: (847) 256-4311
Email: wtmcclain@comcast.net
Bill McClain, is a Director at 401k Advisors LLC. Bill has enjoyed more than twenty-five years in the financial service industry. He has devoted his career to understanding the investment objectives and the risk mitigation of his clients.
Bill graduated from American University in 1981 with a degree in finance and began his professional career with Paine Webber Jackson Curtis, Inc. Bill joined 401k Advisors after a fifteen-year tenure with JPMorgan as Vice President of Sales where he was responsible for a diverse portfolio of clients with various investment objectives.
Bill’s licenses include series 6,7, 63 and 65.
Mary McNeill
Tel: (847) 256-4300
Fax: (847) 256-4311
Email: mmcneill222@hotmail.com
Mary McNeill, heads our team responsible for client reports, vendor reviews, investment search and internal control audits. Mary is a graduate of Marquette University with a degree in accounting and has passed the CPA Exam. She has a great deal of experience in both financial reporting and auditing. Prior to joining 401k Advisors, Mary worked as Senior Analyst for the California Federal Bank and Heller Financial
Specialized Team Resources
Through our affiliation with National Retirement Partners, we gain access to a sophisticated team of investment analysts led by:
Jamie Kitchens, CFA
James
Kitchens has over 21 years experience as an investment professional.
Prior to joining National Retirement Partners, he was Vice President of
Investments at Net Asset Management, where he led the Investment Policy
Committee. Jamie's previous role was Director of Research for RunMoney
Corp., where he developed subadvisory relationships and created the
firm's recommended portfolios and investment strategies. Jamie also has
tactical investment experience gained while working as Senior Analyst
for a hedge fund within the PBHG Funds group. Jamie led business
development and branch management efforts at a retail office of Charles
Schwab & Co.
Jamie holds a Bachelor's degree from the University of California, San
Diego. He has successfully passed the NASD Series 4, 7, 8, 63, and 65
examinations. Mr. Kitchens has earned the Chartered Financial Analyst
(CFA) designation and is a member of the Association of Investment
Management and Research.
